PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Stach & Liu, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stach & Liu, LLC

EIN 20-4391540-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$37.8M assets
Health & Benefits
1
$2.9M premiums
Participants
614
3409 N 7TH AVE, UNIT 2048 - PHOENIX, AZ 85013415-602-3662
Plans on this EIN
2 filings
#001401(k)-$37.8M - 378 part#501Fully insured-$2.9M - 1,158 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$195K
  • Vision$167K
  • Life$167K
  • Short-term disability$167K
  • Long-term disability$167K
Total $2.9M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STACH & LIU, LLC. 401(K) PLAN

401(k)

Assets$37.8M
Participants378
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STACH & LIU, LLC DBA BISHOP FOX GROUP BENEFIT PLAN

Fully insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives1,158
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STACH & LIU, LLC. 401(K) PLAN401(k)$37.8M3782025
  • STACH & LIU, LLC. 401(K) PLAN$37.8M
    #001 · 401(k) · 2025378

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STACH & LIU, LLC DBA BISHOP FOX GROUP BENEFIT PLANFully insuredUNITED HEALTHCARE INSURANCE COMPANY$2.9M1,1582025
  • STACH & LIU, LLC DBA BISHOP FOX GROUP BENEFIT PLAN$2.9M
    #501 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 20251,158
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica